Filed May 14, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,774 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,668 | $53,777-72.7% | $134,143-89.1% | $79,858-81.6% |
| Participation rate | 86.7% | 58.8%+27.9pp | 72.2%+14.5pp | 69.6%+17.0pp |
| Annual return | 12.06% | 19.01%-6.9pp | 36.33%-24.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $251 | $1,321-81.0% | $3,704-93.2% | $2,471-89.9% |
| Participant deferral / active EE | $469 | $2,420-80.6% | $3,499-86.6% | $3,740-87.5% |
| Admin fee / account holder | $1 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |